Spire Wealth Management’s Portillo's PTLO Stock Holding History

Spire Wealth Management’s Portfolio PTLO Stock Details PTLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.06K	Hold	2,000	–	–	﹤0.01%	1712
2026 Q2	$9.48K	Hold	2,000	–	–	﹤0.01%	1669
2026 Q1	$10.6K	Hold	2,000	–	–	﹤0.01%	1595
2025 Q4	$9.08K	Hold	2,000	–	–	﹤0.01%	1743
2025 Q3	$12.9K	Hold	2,000	–	–	﹤0.01%	1659
2025 Q2	$23.3K	Hold	2,000	–	–	﹤0.01%	1458
2025 Q1	$23.8K	Hold	2,000	–	–	﹤0.01%	1551
2024 Q4	$18.8K	Buy	+2,000	New	+$22.9K	﹤0.01%	1644
2023 Q4	–	Sell	-100	Closed	-$1.54K	–	2448
2023 Q3	$1.54K	Hold	100	–	–	﹤0.01%	2179
2023 Q2	$2.25K	Hold	100	–	–	﹤0.01%	2177
2023 Q1	$2.14K	Hold	100	–	–	﹤0.01%	2248
2022 Q4	$2K	Hold	100	–	–	﹤0.01%	2091
2022 Q3	$2K	Sell	100 -900	-90%	-$19.8K	﹤0.01%	1987
2022 Q2	$16K	Buy	+1,000	New	+$19.3K	﹤0.01%	1757

Other funds holding PTLO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Spire Wealth Management's PTLO Position: Q3 2026 in Review

Spire Wealth Management held its Portillo's (PTLO) position steady in Q3 2026 at 2,000 shares worth $7.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Spire Wealth Management first reported a position in PTLO in Q2 2022 and has held it in 14 quarters since. The position peaked at $23.8K in Q1 2025. 95 funds tracked by Wall St. Rank hold PTLO as of Q3 2026.

Spire Wealth Management held 2,000 shares of Portillo's worth $7.06K as of Q3 2026.
Spire Wealth Management left its Portillo's share count unchanged in Q3 2026.
Portillo's made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1712 holding.
Spire Wealth Management first reported a position in Portillo's in Q2 2022 and has held it in 14 quarters since.
Spire Wealth Management's Portillo's position peaked at $23.8K in Q1 2025.
95 funds tracked by Wall St. Rank held Portillo's as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.